National Associate Financial Consultant (NAFC) - Plan Event Team

The National Associate Financial Consultants (NAFC) on the Plan Event Team will be instrumental in helping TIAA capitalize on Plan level events (PLE) such as sole record keeping wins, vendor consolidations and retirement plan implementations. NAFCs will provide in person and virtual counseling to TIAA participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions across the US and will focus on Institutions undergoing a plan level event. NAFCs will meet with client in person, phone and video. NAFC’s will lead with advice with the goal of helping our clients to take actions that will enhance their financial wellness. NAFC’s will be responsible for virtual and in-person presentations focusing on Institutions undergoing a plan level event but also assisting with global webinars.